Note: Reminders start sending to patients as soon as you turn on the switch next to each reminder. Leave the switches off until all your settings are done and you're ready to go live.
Where do I set up my Reminders schedule?
In the left-hand menu, click Reminders, then click the Settings tab in the top right corner. All reminder schedules and settings are here.
How do I set how many reminders to send and when?
On the Settings tab, click Edit Schedule.
Choose how many reminders to send for each appointment. You can send up to 3 reminders per appointment.
For each reminder, pick a method from the dropdown menu.
For each reminder, choose when to send it compared to the appointment time from the dropdown menu.
Note: The method you choose here is always used, unless the patient has set a different preference.
When do reminders start sending?
Reminders start sending right away when you turn on the switch next to each reminder. Keep the switches off until everything is set up and you're ready to go live.
Can I keep sending reminders after a patient confirms their appointment?
Yes. Check the box to send reminders after a confirmation has been received for the appointment.
How do I stop reminders from going out in the evenings or on weekends?
Evenings:
Set the delivery restriction start time, when reminders stop for the evening.
Set the delivery restriction end time, when reminders start again in the morning.
Weekends: Check Restrict delivery on weekends to send reminders only Monday through Friday.
Example: With a start time of 8:00 p.m., an end time of 6:30 a.m., and weekend restriction checked, reminders aren't sent between 8:00 p.m. and 6:30 a.m. or on Saturdays and Sundays.
How do I add my office phone number to reminders?
Enter the phone number under Appointment Contact Telephone Number. Patients will see this number in their reminders if they have questions.
Note: If you have more than one location, each with its own phone number, enter each location's number here.
How do I let patients call the office from the reminder?
Check Allow patient to call the office from the reminder.
For text reminders, the phone number shows as a link patients can tap.
The number used is the one entered in Appointment Contact Telephone Number.
How do I stop patients from canceling from the reminder?
In the Scheduling section, uncheck Allow patients to cancel an appointment from the reminder. Patients will then need to call your office to cancel.
How do I avoid sending multiple reminders to a patient with several appointments on the same day?
Check Turn on appointment filtering for patients who have multiple appointments.
Choose how close together the appointments must be to group them.
Appointments within that time are grouped, and the patient gets one reminder.
Example: A patient has a provider visit, a lab appointment, and an x-ray, all close together. With appointment filtering on, the patient gets one reminder instead of three.
How do I choose the voice for phone call reminders?
Choose the human voice you want for your phone call recordings.
Choose Spanish only if most of your patients speak Spanish.
Variables in a reminder, such as the provider name or location, are always read by an English-speaking computer voice.